Senior Leader

5 days ago

Chennai, Tamil Nadu, India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

We are seeking an experienced Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing high-value client portfolios and developing customized financial solutions aligned with clients' goals.

Key Responsibilities:

  • Develop and deliver tailored financial solutions to meet clients' needs.
  • Regularly engage with clients through reviews, portfolio updates, and personalized communications.
  • Drive AUM growth by acquiring new clients, leveraging referrals, and deepening existing relationships.
  • Upsell & cross-sell across wealth products (MFs, PMS, AIF, Insurance, FDs, etc.).
  • Share insights on primary & secondary market trends, research updates, and new product offerings.
  • Collaborate with regional marketing and product teams for campaigns and investor engagement initiatives.
  • Ensure strict adherence to compliance, documentation, and internal processes.

Must-Have Skills:

  • Exceptional communication, interpersonal & client relationship management abilities.
  • Strong analytical mindset with proven ability to understand client requirements and design effective solutions.
  • Ability to perform under pressure while maintaining high emotional stability and professional integrity.
  • Strategic thinking to identify opportunities for profitability and portfolio growth.

Desired Candidate Profile:

  • At least 7 years of experience in Wealth Management / Financial Planning / Investment Advisory.
  • Proven track record of AUM generation (minimum 30 Cr).
  • Hands-on exposure across wealth instruments: Mutual Funds, PMS, AIF, Insurance, FDs, etc.
  • Relevant industry certifications will be an added advantage.
  • A client-first approach with the ability to deliver sustainable results.

If you are an ambitious wealth professional who thrives in a fast-paced environment and has consistently demonstrated success in growing AUM, we would love to connect with you.
Apply now or share your updated resume at khushi@elementskill.com and be a part of a high-performing team shaping the future of wealth management.

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